We help our clients with tax free, effective giving to their favorite charity without giving away family inheritances. Each year, a significant number of my clients make generous gifts to their favourite charities. It provides them with a sense of satisfaction knowing they’ve helped a cause they feel strongly about and charitable donations provide valuable tax credits. In fact, the Canada Revenue Agency (CRA) has made a number of changes to the tax laws recently that ensure there has never been a more favorable time to give.

Many individuals are unfamiliar with the different strategies they can adopt to make the most of their donation – for themselves and the charity.

We provide information about:

• The benefits and pitfalls of donating cash
• The advantages of donating assets such as stocks, bonds, or real estate
• What you should consider before donating assets through a will
• How to make a significant donation with the proceeds of an insurance contract and much, much more